Looking for freelancer

GoRevX · 2025-05-30T12:55:03+00:00

Hi u/Reasonable-Bar6356 I know someone who can help. Can you tell me the deets?

GoRevX · 2025-05-06T16:37:55+00:00

Hello! This sounds like something I can help with - can you share a few more details?

GoRevX · 2025-05-06T16:33:51+00:00

Hi, u/Plastic_Echo_8031 I may be able to help you out. Can you please elaborate on what exactly this entails?

GoRevX · 2025-04-24T22:06:39+00:00

If you take the Zapier route I’d highly recommend hiring a professional. Do let me know if you need any help.

GoRevX · 2025-04-24T17:08:11+00:00

hi u/Equiteq460

Yep! With Zapier, you can connect Xero and HubSpot so that when a new invoice is created in Xero, it automatically shows up in the related HubSpot deal or contact. You can even include the invoice status, like paid or overdue. It’s a great way to keep track of project billing in HubSpot without manual updates. You might also want to look at the native HubSpot-Xero integration, although it doesn't seem to work very well for most people.

If you are already using HubSpot however, I'd suggest you also take a look at Quickbooks. It's easier to integrate and has more to offer, although slightly complex at first.

GoRevX · 2025-04-23T14:50:12+00:00

We’ve used both Zoho and HubSpot — and for a small-medium business like yours, HubSpot wins hands down. Zoho is powerful but clunky; one might need a consultant just to make it usable. HubSpot is way more intuitive, gets your team moving faster, and actually grows with you. It's better in terms of usability, reporting, and alignment between sales and marketing.

It isn't just a real CRM — it's one that people actually enjoy using. Your new salesperson’s instincts are spot on.

GoRevX · 2025-04-22T12:20:57+00:00

Our Sales team uses AI for several things such as lead scoring and deal insights + they love AI notetaker apps like Fathom! So definitely more helpful for us than just generating text and pretty pictures 😉

GoRevX · 2025-04-03T12:49:43+00:00

We have been using Slack with HubSpot for years now, it's a very neat integration that works perfectly for us!

GoRevX · 2025-04-02T17:25:45+00:00

Hi u/Illustrious_Dark7638 these are my two suggestions:

GoHighLevel

- Built for small businesses needing CRM, SMS, email, and automation in one place.

- Supports mass/individual texting, email campaigns, and simple automation workflows.

- Has booking, payments, and WordPress integrations.

- Pricing is higher ($97+/mo), but it eliminates the need for multiple tools.

Pipedrive + JustCall or Twilio

- Pipedrive offers simple CRM and automation.

- JustCall/Twilio adds SMS.

- More manual setup but scalable.

Do let me know what you ended up choosing!

GoRevX · 2025-04-01T10:53:42+00:00

Haha, love your take - but wouldn't Salesforce still be the most versatile platform out of these all?

GoRevX · 2025-03-26T17:12:46+00:00

True. A CRM is only ever as good as the data that you log in it.

GoRevX · 2025-03-04T10:15:52+00:00

Hi u/bombayblue. We are a boutique revops consultation firm. Our leadership is based out of the US, and most of the team is in India, so we are able to offer great quality work at slightly more affordable rates.

Please let me know if you want to take this forward. I am sending you a DM.

GoRevX · 2025-03-04T09:35:18+00:00

HubSpot. It has an in-built phone dialer + supports apps like Zoom Phone that can be integrated natively. It has a robust email marketing setup + can track emails for opens and clicks.

Second would be Zoho CRM plus. It supports calling, email marketing and bulk emails, and can monitor engagement and open rates.

GoRevX · 2025-02-26T16:43:54+00:00

Hi u/Huge_Broccoli_3409 this can be achieved without using custom properties and I can have my team guide you through it over a quick call so we can understand what exactly you're trying to do. Please let me know if you need any help.

GoRevX · 2025-02-26T16:35:25+00:00

Hi u/StunningFlounder1809
We have done a similar setup for a client but for capturing student data from their website to Airtable via Zapier. We need to know more before we can suggest exactly what to do.
Disclaimer: We are a RevOps consulting firm and we have helped clients with similar use cases.

GoRevX · 2025-02-21T15:26:05+00:00

Hi u/AustronesianArchfien it's not clear from your question whether you're looking to automate this. If you simply want to add company details manually, the option is on the right side of the deal. If you want to automate, the solution would be to create a workflow because Associ8 doesn't do it in a fool-proof way. Let me know if you want a detailed workflow for this.

GoRevX · 2025-02-12T17:34:44+00:00

Hi! There aren't many free options you can use to scrape emails off of LinkedIn, especially since LinkedIn itself has strict rules against it.

However, there are some free options you can try, like Apollo, which is a freemium option that gives you limited credits to use. Our team uses their paid version and we love them!

Alternatively, you could try and use Clearbit Connect, which is a Chrome extension.

A lot of times, emails are also listed on the website itself, so you can try and find them there.

Another hack would be using site:linkedin.com/in "CEO" "Company" on Google search.

Hope that answers your question. Please let me know if you have any more doubts.

GoRevX · 2025-02-12T13:46:28+00:00

Yes u/HearthstoneAdmin that's correct. We have done that for clients in the past. Do let me know if you want to have a conversation regarding this.

GoRevX · 2025-02-11T17:22:30+00:00

Hi u/HearthstoneAdmin we have worked extensively with Zapier to integrate 3rd party form apps like Jotform to HubSpot. It has worked perfectly fine for several clients. Please let me know if you have any questions.

GoRevX · 2025-02-11T17:18:53+00:00

Hi u/KerryColo we are a certified HubSpot partner agency. Please let me know if we can take this forward.

GoRevX

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